Investor jump start program
At Way Financial, we blend expertise with empathy to guide your unique financial journey.
What is the investor Jump Start Program?
Whether you are an aspiring new investor, seeking a fresh start, or looking to revive retirement planning that has been stalled by the demands of life, our Jump Start Investment strategy is for you.
Don’t pay a 5.75% load (commission) to buy mutual funds
5.75% of $25,000.00 = $1,437.50
5.75% of $50,000.00 = $2,875.00
5.75% of $75,000.00 = $4,312.50
5.75% of $100,000.00 = $5,750.00
Jump Start gives you all of the benefits of working with a wholesale brokerage firm. Special access to our tactically managed portfolio’s for a one time enrollment fee.
What You Get:
- Access to work with fee only, fiduciary advisory firm
- Access to multiple “Tactically” managed portfolios
- Access to investment options that have no loads, hidden fees or commission incentive for the recommending advisor
- Work with a firm whose interest are aligned with your best interest. “Efficiently grow your account and tactically protect your investment balance from market loss”
How Much Does It Cost:
$475 includes a 90 minute private consultation fee (zoom meeting or local office)
- Complete a personalized risk assessment to determine your risk tolerance and risk score.
- Create personalized investment portfolio that matches your risk score and targeted investment rate of return.
- Discuss our “Tactically Managed” portfolio options with past and current YTD performance results
- Initiate transfer or roll-over process
*Additional financial planning meetings available upon request for an additional $150 consultation fee.
$475 Administrative Enrollment Fee (one-time fee)